Occupation

Document Management Specialists

Human Advantage 69%

Significant human skills needed

AI Automation Risk Low Risk
2.9 / 10

This occupation requires complex human judgment, social interaction, and creative problem-solving that are difficult to automate.

Implement and administer enterprise-wide document management systems and related procedures that allow organizations to capture, store, retrieve, share, and destroy electronic records and documents.

Also Known As: Business Records Manager, Certified Document Imaging Architect, Content Specialist, Content Strategist, Credentialing Coordinator, Credentialing Manager, Document Control Clerk, Document Control Coordinator +21 more

Video

Core Tasks

  1. Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.
  2. Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.
  3. Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.
  4. Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
  5. Develop, document, or maintain standards, best practices, or system usage procedures.
  6. Assist in the assessment, acquisition, or deployment of new electronic document management systems.
  7. Administer document and system access rights and revision control to ensure security of system and integrity of master documents.
  8. Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
  9. Write, review, or execute plans for testing new or established document management systems.
  10. Monitor regulatory activity to maintain compliance with records and document management laws.
  11. Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.
  12. Keep abreast of developments in document management technologies and techniques by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.
  13. Conduct needs assessments to identify document management requirements of departments or end users.
  14. Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.
  15. Document technical functions and specifications for new or proposed content management systems.
  16. Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.
  17. Consult with end users regarding problems in accessing electronic content.
  18. Propose recommendations for improving content management system capabilities.
  19. Operate data capture technology to import digitized documents into document management system.
  20. Prepare support documentation and training materials for end users of document management systems.
  21. Search electronic sources, such as databases or repositories, or manual sources for information.
  22. Implement scanning or other automated data entry procedures, using imaging devices and document imaging software.

Supplemental Tasks (1)

  1. Analyze, interpret, or disseminate system performance data.

Education & Training

Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Bachelor's Degree
60%
Master's Degree
15%
Associate's Degree (or other 2-year degree)
10%
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree but do not meet the requirements of academic degrees carrying the title of Master.
10%
High School Diploma - or the equivalent (for example, GED)
5%

Technology & Tools

Hot Technologies

  • Adobe Acrobat
  • Adobe InDesign
  • Adobe Photoshop
  • Apache Tomcat
  • Autodesk AutoCAD
  • Dassault Systemes SolidWorks
  • Extensible markup language XML
  • Google Analytics
  • Hypertext markup language HTML
  • IBM DB2
  • IBM WebSphere MQ
  • Linux
  • Microsoft .NET Framework
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft SQL Server
  • Microsoft SharePoint
  • Microsoft Visio
  • Microsoft Visual Basic
  • Microsoft Windows
  • Microsoft Word
  • Oracle Java
  • Oracle SQL Developer
  • Perl
  • Teradata Database
  • UNIX

Software (106)

  • Ademero Content Central
  • Adobe Dreamweaver
  • Advanced Processing and Imaging OptiView ECM
  • Alfresco Software Alfresco
  • Apache Groovy
  • Apple Final Cut Pro
  • Autonomy iManage WorkSite
  • Business process management BPM software
  • CAPSYS Capture
  • Cabinet NG CNG-SAFE
  • Central Desktop
  • Computhink ViewWise
  • Conarc iChannel
  • DB Tech RAS
  • Day Software CQ5 Web Content Management
  • Doc.It DM
  • DocuSign eSignature
  • Document imaging software
  • Document indexing software
  • Document management system software
  • EMC Captiva
  • EMC Document Sciences xPression
  • EMC Documentum
  • Enterprise report management ERM software
  • Ever Team EverSuite Content Management
  • Fabasoft Folio
  • File compression software
  • File system software
  • FileHold Systems FileHold
  • FileMaker Pro
  • FileVision
  • Google Ads
  • Google Meet
  • Google Sites
  • Hewlett Packard Exstream Dialogue
  • Hyland Software OnBase
  • IBM BPM Blueprint
  • IBM FileNet Content Manager
  • IBM MVS
  • IBM Notes
  • Laserfiche Rio
  • Microsoft Office Document Imaging
  • Newgen Software Technologies OmniDocs
  • Objectif Lune PlanetPress Suite
  • Objective Electronic Document Management
  • Office Gemini Diamond Vision
  • Open Text Web Solutions
  • OpenDocMan
  • Optical character recognition OCR software
  • Oracle PeopleSoft Financials
  • Oracle Universal Content Management
  • Oracle WebLogic Server
  • PTC Creo Parametric
  • Pegasystems SmartBPM
  • Perceptive Software ImageNow
  • Personable Workflow DMS
  • Records management software
  • SAP Business Objects
  • SAP BusinessObjects Data Integrator
  • SAP DMS
  • SAP ERP Financials
  • SAP PowerBuilder
  • Saperion ECM
  • Skype
  • Systemware
  • Thomson Reuters FileCabinet CS
  • Thomson Reuters GoFileRoom
  • Treeno Software Treeno Content Server
  • Unified modeling language UML
  • Version control software
  • Vertafore ImageRight
  • WeVideo
  • Westbrook Fortis
  • Xerox DocuShare
  • Xythos Enterprise Document Management Suite

Tools & Equipment (6)

  • Cloud computing servers
  • Computer hard disk drives
  • Content servers
  • Magneto optical drives
  • Scanners
  • Tape libraries

Where This Career Leads

Career progression organized by specialty track and experience level.

Data Science & AI Advanced Manufacturing

Zone 4
Document Management Specialists You are here
Zone 5

IT Support & Services Healthcare & Human Services

Zone 4
Document Management Specialists You are here

Military & National Security Advanced Manufacturing

Zone 4
Document Management Specialists You are here
Zone 5
Physicists 78% match

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